Director, WealthTech Strategy & Solutions

Fidelity Investments Inc.; Westlake (TX); On-site; USD 150,000 - 220,000; Full time

Job summary

Fidelity Investments Inc. in the United States seeks a Director, Technology and Operations Consulting to engage large intermediary clients and collaborate with Sales and Relationship Groups to design effective technology solutions.

You will partner with business stakeholders to understand client needs, map technology roadmaps, and drive adoption of Fidelity’s fintech platforms within wealth management. Strong leadership and industry insight are required.

Qualifications

• 7-10 years in wealth management, fintech or related industry experience
• BS/BA degree required; MBA preferred
• Series 7 & 63 required (pass within 90 days)
• Results-oriented collaborator with a passion for FinTech and a deep understanding of wealth management trends
• Experience supporting large, complex intermediary clients and assessing needs to tailor technology solutions
• Ability to travel up to 30% and build cross-functional relationships

Responsibilities

• Engage and support large intermediary clients across segments with Sales and Relationship Groups
• Design optimal technology solutions and resources to help clients achieve goals
• Communicate Fidelity's product and technology roadmap and gather feedback from clients and industry stakeholders
• Collaborate with leadership and field teams to grow assets and deepen client relationships
• Present Fidelity Wealthscape platform and integrate into core client workflows
• Travel up to 30% as required

Skills

Wealth management experience

FinTech

Client engagement

Sales collaboration

Strategic problem solving

Relationship management

Communication to leadership

Education

BS/BA degree

MBA preferred

Tools

Series 7 & 63

Job description

Fidelity Investments Inc. in the United States seeks a Director, Technology and Operations Consulting to engage large intermediary clients and collaborate with Sales and Relationship Groups to design effective technology solutions.

You will partner with business stakeholders to understand client needs, map technology roadmaps, and drive adoption of Fidelity’s fintech platforms within wealth management. Strong leadership and industry insight are required.